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Sponsor portfolio

SOKAL MEDIA GROUP

EIN 27-1368650-Latest filing 2025
Plans
2
Retirement
1
$5.6M assets
Welfare
1
$1.3M premiums
Participants
314
11550 COMMON OAKS DRIVE, SUITE 200 - RALEIGH, NC 27614973-851-7449
Plans on this EIN
2 filings
#001401k-$5.6M - 188 part#501Fully Insured-$1.3M - 212 lives

Benefits portfolio analytics

1 plan / $1.3M premiums / 212 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$1.3M
  • Health$1.3M
  • Dental$1.3M
  • Vision$1.3M
  • Prescription drug$1.3M
  • Life$20K
  • +2 more
Total $1.3M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
95%top
  • BLUE CROSS OF CALIFORNIA95%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY5%
Total $1.3M2 slices

Broker market share

Schedule A broker compensation

Split broker
73%top
  • JORDAN WINSTEAD73%
  • TRIANGLE INSURANCE & ASSOCIATES LLC21%
  • GIS BENEFITS INC6%
Total $66K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

SOKAL MEDIA GROUP, INC. 401(K) PLAN

401k

Assets$5.6M
Participants188
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SOKAL MEDIA GROUP EMPLOYEE BENEFIT PLAN

Fully Insured - BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA

Premiums$1.3M
Covered lives212
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SOKAL MEDIA GROUP, INC. 401(K) PLAN401k$5.6M1882024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SOKAL MEDIA GROUP EMPLOYEE BENEFIT PLANFully InsuredBLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA$1.3M2122025
Retirement plans
Welfare plans
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